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Sweta Joshi

CPA

Tax Manager

Professional Profile

Sweta brings over 10 years of experience to the tax department at Wouch Maloney. Specific areas of expertise include assisting and consulting clients on numerous facets of tax and accounting reporting, compliance and planning. Sweta focuses on providing various tax compliance and advisory services for high net worth individuals, corporations and partnerships as well as providing state and local tax (SALT) advisory services to businesses of all sizes in order to mitigate risk, identify tax savings opportunities and remain in compliance with various state and local laws.

Her experience, knowledge and interpretation of tax laws and regulations was and continues to be instrumental during the introduction of the CARES Act and how it affected businesses, employees and individuals. She also has experience with mergers and acquisitions, due diligence process, and changes in accounting methods and periods.

Education & Certifications

  • Rutgers University, New Brunswick, BS, Accounting
  • Certified Public Accountant (CPA) licensed in New Jersey

Professional Associations & Memberships

  • American Institute of Certified Public Accountants (AICPA)
  • New Jersey Society of Certified Public Accountants

Keeping You Current

Insights and news for an informed financial outlook

Tax Relief to Hurricane Ida Victims

Updated January 3, 2022: The IRS has provided tax relief…

IRS Gives New Guidance on Employee Retention Credit

The Treasury Department and the Internal Revenue Service recently…

M&A Challenges with New Tax Proposals Looming

Business owners often approach their CPAs, attorneys and advisors…

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